Moller Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moller Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$512K	Hold	686	–	–	0.09%	45
2026 Q1	$446K	Buy	686 +2	+0.3%	+$1.36K	0.09%	47
2025 Q4	$466K	Hold	684	–	–	0.1%	45
2025 Q3	$456K	Hold	684	–	–	0.1%	47
2025 Q2	$423K	Sell	684 -467	-41%	-$267K	0.09%	45
2025 Q1	$644K	Buy	1,151 +752	+188%	+$442K	0.16%	41
2024 Q4	$234K	Hold	399	–	–	0.06%	61
2024 Q3	$229K	Hold	399	–	–	0.06%	62
2024 Q2	$217K	Buy	+399	New	+$209K	0.06%	61

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Moller Wealth Partners's SPY Position: Q2 2026 in Review

Moller Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 686 shares worth $512K. The position accounts for 0.09% of the portfolio, ranked #45.

Moller Wealth Partners first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $644K in Q1 2025. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Moller Wealth Partners held 686 shares of State Street SPDR S&P 500 ETF Trust worth $512K as of Q2 2026.
Moller Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Moller Wealth Partners's portfolio in Q2 2026, its #45 holding.
Moller Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Moller Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $644K in Q1 2025.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.